Filed March 30, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,212 | $55,902-49.5% | $76,030-62.9% | $80,959-65.2% |
| Participation rate | 94.9% | 62.1%+32.8pp | 69.1%+25.9pp | 67.7%+27.2pp |
| Annual return | 26.63% | 20.59%+6.0pp | 361.54%-334.9pp | 35.67%-9.0pp |
| Employer contribution / active EE | $1,852 | $1,867-0.8% | $2,688-31.1% | $2,757-32.8% |
| Participant deferral / active EE | $5,883 | $3,051+92.8% | $4,257+38.2% | $4,300+36.8% |
| Admin fee / account holder | $3,039 | $5,239-42.0% | $6,421-52.7% | $6,925-56.1% |